Client Services Analyst

Aquarian; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

Aquarian Holdings is seeking a Client Services Analyst to join its inaugural Client Services team in New York. You will support the team in delivering timely, accurate client responses across portfolios and reporting, while collaborating with cross-functional teams and the VP of Client Services to ensure high-quality service for institutional clients.

This entry-level role offers exposure to institutional asset management, client reporting, and portfolio oversight within a growing firm, with

Qualifications

• Internship or 0–2 years of experience in asset management, investment banking, or consulting.
• Interest in insurance asset management and institutional investing.
• Strong written and verbal communication and analytical abilities.

Responsibilities

• Support client inquiries by gathering information, coordinating with internal teams, and ensuring accurate, timely responses regarding portfolios, performance, and compliance topics.
• Assist in preparing portfolio reporting packages, client presentations, and customized analyses, ensuring materials are accurate, polished, and client-ready.
• Help monitor investment portfolios to ensure compliance with client-specific investment guidelines, internal risk limits, and regulatory constraints. Collaborate with Operations, Legal, Compliance, and investment teams to investigate and resolve any issues.
• Support regulatory reporting activities, assisting in data preparation, documentation, and accuracy checks for required external filings.
• Contribute to process improvements, including data management enhancements, workflow optimization, and implementation of best practices across the Client Services function.
• Coordinate with internal teams to ensure seamless end-to-end client service delivery and consistent client experience across the firm.
• Assist in the creation and ongoing maintenance of institutional marketing materials, pitch content, and data requests for prospective and existing clients.

Skills

Asset management

Investment banking

Consulting

Client-facing

Analytical

Job description

About Aquarian

Aquarian Holdings (\"Aquarian\") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions.

Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service.

Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022.

Aquarian Investments complements the insurance operations , combining best practices from the world’s leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners.

Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people.

In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio.

The Role

Aquarian Holdings is seeking a highly motivated Client Services Analyst to join the firm’s inaugural Client Services team. As an early-career analyst, you will support the team in building, scaling, and maintaining high-quality client service coverage across the Aquarian ecosystem, which includes insurance companies and other institutional investors. You will work closely with the Vice President of Client Services and cross‑functional teams to ensure clients receive timely, accurate, and thoughtful support.

This role is an excellent opportunity to develop foundational skills in institutional asset management, client reporting, and portfolio oversight within a growing and dynamic organization.

Responsibilities

• Support client inquiries by gathering information, coordinating with internal teams, and ensuring accurate, timely responses regarding portfolios, performance, and compliance topics.
• Assist in preparing portfolio reporting packages, client presentations, and customized analyses, ensuring materials are accurate, polished, and client-ready.
• Help monitor investment portfolios to ensure compliance with client-specific investment guidelines, internal risk limits, and regulatory constraints. Collaborate with Operations, Legal, Compliance, and investment teams to investigate and resolve any issues.
• Support regulatory reporting activities, assisting in data preparation, documentation, and accuracy checks for required external filings.
• Contribute to process improvements, including data management enhancements, workflow optimization, and implementation of best practices across the Client Services function.
• Coordinate with internal teams to ensure seamless end-to-end client service delivery and consistent client experience across the firm.
• Assist in the creation and ongoing maintenance of institutional marketing materials, pitch content, and data requests for prospective and existing clients.

Ideal Profile & Characteristics

• Internship experience or up to 1–2 years of experience in asset management, investment banking, consulting, or a related client-facing or analytical role.
• Interest in insurance asset management, institutional investing, and the intersection of client service and investment strategy.
• Strong interest in strategic initiatives, business development, and contributing to the build‑out of a growing team.
• Foundational understanding of credit or fixed‑income concepts and enthusiasm for learning the operational and analytical workflows associated with them.
• Highly organized, process‑oriented, and comfortable working in a dynamic, fast-paced environment with evolving needs.
• Strong quantitative skills and attention to detail when working with investment data and client portfolios.
• Excellent verbal and written communication skills, with the ability to synthesize and present information clearly.
• Ability to manage multiple priorities, take ownership of tasks, and work both independently and collaboratively.
• Team-oriented mindset with a willingness to support broader initiatives as the Client Services function scales.

Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.